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Create data exports

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    1. First steps for new accounts
    2. Claiming an email domains
    3. Connecting Okta to a federated identity solution
      1. Creating individual users manually
      2. Creating multiple users via CSV import
      3. Add or Remove a group from a user profile
      4. Elevating a user to Account/Privacy administrator status
      5. Changing your Okta password
    1. Configuration Overview
    2. System requirements
      1. Company and Hostname
      2. Logos
      3. Email header/footer images
      1. Allowed Signature types
      2. Signature order options
      3. Self Signing workflows
      1. GDPR
      2. HIPAA
    1. Admin guide overview
      1. Manage users in the Gov CloudCreating users
      2. Add users to a group
      3. Remove a user from group membership
      4. Update users in bulk
        1. Overview
        2. Differences in UMG enabled accounts
      1. Create a group
      2. Delete a group
      3. Modify a group name
      4. Modify group-level settings
      1. Edit shared templates
      2. Transfer template ownership
      1. Create a custom workflow
      1. Delete a user
      2. Delete agreements
  • User environment and processes
    1. Support resources
    2. Transaction limits
      1. Home page
      2. Send page
      3. Manage page
      4. Reports page
      1. "My Profile" overview
      2. Change your email address
      3. Define your signature
      4. Configure your event and alert notifications
      5. Define your language preferences
      6. Define your personal email footer
      7. Review account sharing
      8. Configure auto delegation
      1. Compose an agreement to send for signature
        1. Sequential or parallel signing
        2. Hybrid signing (Both sequential and parallel)
        3. Recipient groups
      3. Written signatures
      4. Send an agreement to yourself only
      5. Send in Bulk
      6. Sending from a template on the Manage page
      7. Fill and Sign a document
      8. Self Signing
      9. Signing a document from an email link
      10. Sign a document from the Manage page
      1. Overview
      2. Create a new sending workflow
      3. Edit a sending workflow
      4. Activate/Deactivate a workflow
      5. Send agreements using a workflow
      1. Search for agreements
      2. View Agreements
      3. Activity history and Audit Report
      4. Add a note to an agreement
      5. Set a reminder
      6. Cancel a reminder
      7. Add an expiration date
      8. Modify/Delete an expiration date
      9. Modify the files of a sent agreement
      10. Replace the current recipient
      11. Upload a signed agreement
      12. Share an individual agreement
      13. Download an agreement
      14. Download the individual files of an agreement
      15. Download the audit report
      16. Download the signer identity report
      17. Download the field data from an agreement
      18. Cancel an agreement
      19. Hide an agreement from view
    8. Reporting
      1. Create a report with classic reporting
        1. Overview
        2. User permissions for report charts and exports
      3. Data Exports
        1. Create a data export
        2. Open and edit a data export
        3. Refresh the data in an existing export
        4. Download the CSV from a data export
        1. Create a report chart
        2. Open and edit a report chart
        3. Rename a data export/report chart
        4. Duplicate a data export/report chart
        5. Delete a data export/report chart
      1. API Swagger documentation
      2. Webhooks
      1. First steps for new accounts
      2. Claiming an email domains
      3. Connecting Okta to a federated identity solution
        1. Creating individual users manually
        2. Creating multiple users via CSV import
        3. Add or Remove a group from a user profile
        4. Elevating a user to Account/Privacy administrator status
        5. Changing your Okta password
      1. Configuration Overview
      2. System requirements
        1. Company and Hostname
        2. Logos
        3. Email header/footer images
        1. Allowed Signature types
        2. Signature order options
        3. Self Signing workflows
        1. GDPR
        2. HIPAA
      1. Admin guide overview
        1. Manage users in the Gov CloudCreating users
        2. Add users to a group
        3. Remove a user from group membership
        4. Update users in bulk
          1. Overview
          2. Differences in UMG enabled accounts
        1. Create a group
        2. Delete a group
        3. Modify a group name
        4. Modify group-level settings
        1. Edit shared templates
        2. Transfer template ownership
        1. Create a custom workflow
        1. Delete a user
        2. Delete agreements
    4. User environment and processes
      1. Support resources
      2. Transaction limits
        1. Home page
        2. Send page
        3. Manage page
        4. Reports page
        1. "My Profile" overview
        2. Change your email address
        3. Define your signature
        4. Configure your event and alert notifications
        5. Define your language preferences
        6. Define your personal email footer
        7. Review account sharing
        8. Configure auto delegation
        1. Compose an agreement to send for signature
          1. Sequential or parallel signing
          2. Hybrid signing (Both sequential and parallel)
          3. Recipient groups
        3. Written signatures
        4. Send an agreement to yourself only
        5. Send in Bulk
        6. Sending from a template on the Manage page
        7. Fill and Sign a document
        8. Self Signing
        9. Signing a document from an email link
        10. Sign a document from the Manage page
        1. Overview
        2. Create a new sending workflow
        3. Edit a sending workflow
        4. Activate/Deactivate a workflow
        5. Send agreements using a workflow
        1. Search for agreements
        2. View Agreements
        3. Activity history and Audit Report
        4. Add a note to an agreement
        5. Set a reminder
        6. Cancel a reminder
        7. Add an expiration date
        8. Modify/Delete an expiration date
        9. Modify the files of a sent agreement
        10. Replace the current recipient
        11. Upload a signed agreement
        12. Share an individual agreement
        13. Download an agreement
        14. Download the individual files of an agreement
        15. Download the audit report
        16. Download the signer identity report
        17. Download the field data from an agreement
        18. Cancel an agreement
        19. Hide an agreement from view
      8. Reporting
        1. Create a report with classic reporting
          1. Overview
          2. User permissions for report charts and exports
        3. Data Exports
          1. Create a data export
          2. Open and edit a data export
          3. Refresh the data in an existing export
          4. Download the CSV from a data export
          1. Create a report chart
          2. Open and edit a report chart
          3. Rename a data export/report chart
          4. Duplicate a data export/report chart
          5. Delete a data export/report chart
        1. API Swagger documentation
        2. Webhooks

    Creating Exports

    Data exports allow for the data mining of completed agreements without having to sift through columns of data that aren't meaningful to your needs at the moment.

    This is where applying a useful Name value to your fields pays off.

    To create a new data export:

    1. Click New Export

    2. Select the data export type.

      Data Export Type

    3. Define your filters:

      • Select a date range for the export (evaluated based on the Last Modified date of the agreement).
      • Optionally add one or more workstream filters to limit the data set to only targeted agreements.
        • If no filters are selected, all agreement data within the selected date range are returned.
                  

    4. When the filter is properly configured, click Select columns in the upper-right corner of the window

      Configure export filters

    5. Select the fields that you want to export to the CSV

      • Each field selected is a column on the table
      • Each row of the table represents one recipient record
        • Agreements with multiple recipients may have multiple rows.

      The available fields are listed under four categories:

      • Agreement - Fields germane to the agreement transaction
        • Agreement external ID - External IDs are added via API or integration.
        • Agreement status - Complete, In Progress, Expired, etc
        • Agreement name - The name provided for the agreement when it was created
        • Agreement Id - The internal Acrobat Sign ID assigned to the transaction.
        • Created Date - The time/date stamp of when the agreement was created
        • Transaction Date -
        • Last Event Date - The last time the agreement was modified
        • Workflow - The ID number for the workflow used to send the agreement
        • Type - The type of template used to create the agreement
      • Signer - Fields relevant to the recipients of the agreement
        • Signer first name - The first name value as input by the recipient
        • Signer last name - The last name value as input by the recipient
        • Signer email - The email value of the recipient
        • Signer account -  the accountID of the recipient (if one exists)
      • Sender
        • Sender first name - The first name of the sending user
        • Sender last name - The last name of the sending user
        • Sender email - The email address of the sending user
        • Sender account - The accountID of the sending user
      • Form Field - These are the custom fields authored on the agreements.
       
      Select fields

      To add fields to your exported dataset:

      • Select a category and single-click a field to select it
      • Click the Add link at the top of the column (or the arrow pointing to the right) to add the field to the list of returned values
        • If you need to remove a field from the returned dataset, select it with a single click and then click the Remove link at the top of the column (or click the left pointing arrow)

      The option to Select All fields is available in both columns, and selects all of the available fields in the column to move as needed.

    6. When the field-level data to export is defined, click Save.

    7. Provide a File name for the data export and click Save.

      This file name is what is used to identify the export on your Exports filter page.

      Name the export for your filter list

    8. The page refreshes to the Exports filter with the new data export at the top.

      The status column will indicate the export is building for some amount of time. If the dataset is quite large, this could take a few seconds.

      Export building

    9. Once the export status converts to Ready, mouse over the export record, and select the Download quick action (Or select Download from the actions menu).

      Download the export

    10. Provide a File name for the downloaded CSV.

      This is the actual name of the file after it is downloaded.

      Provided a downloaded file name

    11. Click Download

      A success message displays and the CSV is downloaded to your local system.

      Download the CSV

    12. The downloaded CSV is named as defined, containing the fields selected:

      Downloaded CSV

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